Overview
Assets Under Management: $720 million
Headquarters: STAMFORD, CT
Frequently Asked Questions
RJA ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153428), RJA ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
RJA ASSET MANAGEMENT LLC is headquartered in STAMFORD, CT.
According to their SEC Form ADV, RJA ASSET MANAGEMENT LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
RJA ASSET MANAGEMENT LLC manages $720 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, RJA ASSET MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.68
Total Client Accounts: 9
Discretionary Accounts: 9
Regulatory Filings
CRD Number: 153428
Last Filing Date: 2024-03-26 00:00:00
Website: https://rja-llc.com